See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,726 | $177,572+11.3% | $154,803+27.7% | $142,382+38.9% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 7.52% | 65.07%-57.5pp | 58.88%-51.4pp | 217.08%-209.6pp |
| Employer contribution / active EE | $4,956 | $4,810+3.0% | $4,305+15.1% | $4,299+15.3% |
| Participant deferral / active EE | $7,967 | $6,272+27.0% | $5,540+43.8% | $6,507+22.4% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |